HRB vs VVV

Comparison between H&R Block Inc (HRB, Company) and Valvoline Inc (VVV, Company).

Both HRB and VVV are from the Consumer Cyclical sector.

5-Year PerformanceHRB has outperformed VVV, delivering a return of +14.0% compared to +5.3%

HRB vs VVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRB(COMPANY)	VVV(COMPANY)
Market Cap	$5.01B	$4.98B
Max Drawdown	68.07%	64.02%
Sharpe Ratio	-0.60	0.31
5Y Beta	0.16	0.72
Industry	Personal Services	Auto & Truck Dealerships
P/E Ratio	4.44	53.12
Forward P/E	7.10	17.89
PEG Ratio	0.00	N/A
Dividend Yield	4.05%	N/A
5Y Dividends CAGR	14.59%	13.07%
5Y EPS CAGR	N/A	-1.07%
Debt to Equity	-6117.40%	469.47%
Free Cash Flow Yield	15.18%	2.01%

Market Cap

Winner

HRB

$5.01B

VVV

$4.98B

Max Drawdown

HRB

68.07%

Winner

VVV

64.02%

Sharpe Ratio

HRB

-0.60

Winner

VVV

0.31

5Y Beta

Winner

HRB

0.16

VVV

0.72

Industry

HRB

Personal Services

VVV

Auto & Truck Dealerships

P/E Ratio

Winner

HRB

4.44

VVV

53.12

Forward P/E

Winner

HRB

7.10

VVV

17.89

PEG Ratio

HRB

0.00

VVV

N/A

Dividend Yield

HRB

4.05%

VVV

N/A

5Y Dividends CAGR

Winner

HRB

14.59%

VVV

13.07%

5Y EPS CAGR

HRB

N/A

VVV

-1.07%

Debt to Equity

Winner

HRB

-6117.40%

VVV

469.47%

Free Cash Flow Yield

Winner

HRB

15.18%

VVV

2.01%

HRB vs VVV - Historical Returns

Returns include dividend reinvestment.

Period	HRB	VVV
1 month	+11.37%	-0.03%
3 months	+30.25%	+18.50%
6 months	+2.25%	+16.20%
1 year	-26.40%	+3.43%
5 years(CAGR)	+14.00%	+5.26%
10 years(CAGR)	+9.47%	+6.40%
Max(CAGR)	+8.58%	+6.40%

Winner

HRB

+11.37%

VVV

-0.03%

Winner

HRB

+30.25%

VVV

+18.50%

HRB

+2.25%

Winner

VVV

+16.20%

HRB

-26.40%

Winner

VVV

+3.43%

5Y(CAGR)

Winner

HRB

+14.00%

VVV

+5.26%

10Y(CAGR)

Winner

HRB

+9.47%

VVV

+6.40%

Max(CAGR)

Winner

HRB

+8.58%

VVV

+6.40%

HRB vs VVV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HRB	VVV
2026	-3.91%	+32.70%
2025	-15.28%	-18.92%
2024	+10.56%	-1.52%
2023	+42.46%	+14.43%
2022	+54.27%	-10.76%
2021	+57.47%	+66.62%
2020	-27.82%	+11.76%
2019	-4.35%	+11.64%
2018	-1.51%	-22.17%
2017	+18.55%	+17.75%
2016	-27.65%	-6.70%
2015	+3.13%	N/A
2014	+17.52%	N/A
2013	+56.75%	N/A
2012	+20.01%	N/A
2011	+36.59%	N/A
2010	-45.21%	N/A
2009	+4.01%	N/A
2008	+25.50%	N/A
2007	-17.80%	N/A
2006	-3.56%	N/A
2005	+2.74%	N/A
2004	-10.56%	N/A
2003	+36.56%	N/A
2002	-6.58%	N/A
2001	+126.24%	N/A
2000	+2.14%	N/A
1999	+5.72%	N/A

HRB vs VVV Drawdown Comparison

The maximum drawdown for HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 1630 trading sessions.

The maximum drawdown for VVV was -62.45%, occurring on Mar 23, 2020. Recovery took 758 trading sessions.

The current HRB drawdown is -35.76%. The current VVV drawdown is -19.52%.

Rank	HRB	VVV
#1	-62.06% Nov 2, 2015 - Apr 25, 2022	-62.45% Jan 4, 2018 - Jan 8, 2021
#2	-58.52% Jul 15, 2005 - Feb 4, 2013	-39.35% Jul 16, 2024 - Jan 2, 2026
#3	-55.53% Aug 20, 2024 - Feb 12, 2026	-32.21% Dec 29, 2021 - Mar 3, 2023
#4	-41.96% Aug 20, 2002 - Nov 26, 2003	-25.63% Jul 25, 2023 - Feb 9, 2024
#5	-40.99% Nov 17, 1999 - Feb 28, 2001	-21.18% Sep 26, 2016 - Mar 17, 2017
#6	-39.12% Aug 18, 2022 - Nov 22, 2023	-13.76% Apr 3, 2017 - Nov 16, 2017
#7	-25.99% Feb 11, 2004 - Jun 16, 2005	-13.61% Jun 11, 2021 - Oct 12, 2021
#8	-22.48% Feb 25, 2002 - Aug 16, 2002	-12.11% Mar 21, 2024 - Jul 12, 2024
#9	-20.24% Oct 3, 2001 - Dec 6, 2001	-10.96% Mar 3, 2023 - May 10, 2023
#10	-17.96% Aug 1, 2013 - Feb 24, 2014	-7.70% Nov 17, 2021 - Dec 28, 2021
#11	-17.82% Aug 27, 2014 - Nov 28, 2014	-7.29% Jun 1, 2023 - Jul 25, 2023
#12	-16.27% Apr 25, 2022 - May 11, 2022	-5.95% Jan 20, 2021 - Feb 19, 2021
#13	-16.14% Feb 5, 2015 - Aug 5, 2015	-5.60% Mar 15, 2021 - Apr 12, 2021
#14	-14.31% Feb 25, 2014 - Jun 11, 2014	-4.56% Oct 13, 2021 - Nov 3, 2021
#15	-11.76% Sep 6, 2001 - Oct 1, 2001	-4.18% Nov 16, 2017 - Dec 29, 2017

Correlation

Correlation between HRB and VVV is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

HRB vs VVV dividend yield comparison.

Year	HRB	VVV
2026	2.10%	0.00%
2025	3.65%	0.00%
2024	2.63%	0.00%
2023	2.52%	0.00%
2022	3.07%	1.53%
2021	4.54%	1.34%
2020	6.56%	2.01%
2019	4.39%	2.01%
2018	3.90%	1.70%
2017	3.59%	0.88%
2016	3.74%	0.23%
2015	2.40%	0.00%
2014	2.38%	0.00%
2013	2.75%	0.00%
2012	4.31%	0.00%
2011	3.98%	0.00%
2010	5.04%	0.00%
2009	2.65%	0.00%
2008	2.57%	0.00%
2007	2.99%	0.00%
2006	2.26%	0.00%
2005	1.91%	0.00%
2004	1.71%	0.00%
2003	1.37%	0.00%
2002	1.69%	0.00%
2001	1.39%	0.00%
2000	2.78%	0.00%
1999	0.63%	0.00%